Report
Delphine Brault ...
  • Quentin Borie

Legrand : Feedback roadshow : des perspectives solides sur les datacenters, il faudra patienter un peu pour le reste

>Les volumes repassent positifs au T2, avec un peu d’effet de base favorable - Nous avons organisé hier un roadshow avec le management après la publication de résultats S1 2024 légèrement supérieurs aux attentes grâce au rebond de l’activité datacenters au T2. Sur le seul T2, la croissance repasse positive à 1.5% (ODDO BHF à 0.4%, consensus à -1.1%), dont zéro d’effet prix et, donc, des volumes qui repassent positifs. Par région, l’activité reste en retrait en Eu...
Underlying
LEGRAND

Legrand is a global specialist in electrical and digital building infrastructure based in France. Co. offers a full range of control-and-command, cable management, energy distribution and "Voice-Data-Image" products and systems which are suitable for the international commercial, industrial, and residential segments of the low voltage market. Co. markets its products under internationally recognized general brand names, including Legrand and Bticino. Each product group is marketed in all of Co.'s major geographic markets (France, Italy, Rest of Europe, USA/Canada and Rest of the World).

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Delphine Brault

Quentin Borie

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